John Cronin is a CFP® credentialed financial advisor with 30 years of industry experience, currently affiliated with Vanguard Advisers. He has worked at Vanguard Marketing Corporation and The Vanguard Group since 2021 and previously spent 26 years at Sei Investments Distribution Co. He holds a full power of attorney role for an immediate family member. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through its digital platform and team servicing model.

Parks Strobridge is a financial advisor at Vanguard Advisers with 29 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for six years. Since 2022, he has been associated with multiple Vanguard entities, including Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily features Vanguard funds and ETFs in its portfolios.

Mitchell Ford is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. He has been with Vanguard Advisers and its affiliated entities since 2017. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized asset allocations, largely utilizing Vanguard funds and ETFs.

Gabriel Goforth is a financial advisor at Ameriprise with two years of industry experience. He previously worked at SEI Investments and has co-ownership in ByteBuiltMedia, LLC, a consulting business unrelated to investment services. Ameriprise Financial Services serves both individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice based on detailed analysis and tax-aware withdrawal strategies.

Christopher Lukasevics is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with The Vanguard Group since 1996. Vanguard Advisers offers automated and human-supported investment advice through digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach with portfolios mainly composed of Vanguard funds and ETFs, supported by a large scale and digital delivery platform.

Alexa Dubin is a financial advisor with Vanguard Advisers, holding a Series 66 designation and beginning her career in 2026. Prior to joining Vanguard Advisers, she held positions at The Vanguard Group, Inc. and Vanguard Marketing Corporation, as well as experience in education and hospitality sectors. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach primarily featuring Vanguard funds and ETFs.

Kaitlin Binkley is a financial advisor at Vanguard Advisers with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has been with The Vanguard Group, Inc. since 2014. Outside of her advisory role, she owns and operates an e-commerce business called Poppin' Petals. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach, utilizing proprietary models to create personalized portfolios mostly comprised of Vanguard funds and ETFs.

Allison Kirschner is a financial advisor with Vanguard Advisers in Malvern, PA, holding Series 66 and Series 63 credentials and three years of industry experience. She has worked within various Vanguard affiliates since 2023 and previously held roles at Good Life Companies and Alvernia University. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, primarily using Vanguard funds and ETFs, and manages a large client base through its digital platform and advisory teams.

Reed Smith III is a financial advisor at Vanguard Advisers with four years of industry experience. He holds a Series 66 designation and has worked at The Vanguard Group since 2022. Prior to entering the financial services industry, he held various roles at Verizon Wireless and DeSales University. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and manages portfolios primarily with Vanguard funds and ETFs, offering a range of customization options through its large-scale digital platform.

Andrew Gallagher is a financial advisor with Vanguard Advisers based in Malvern, PA. He holds Series 63 and Series 66 licenses and has 13 years of industry experience, including service in the United States Marine Corps and the Pennsylvania Army National Guard. Outside of his advisory role, he works part-time as a server at Animated Brewing Company. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, utilizing proprietary models and largely Vanguard funds to create tax-aware, customizable portfolios at scale.

John Taylor is a CFP®-designated financial advisor with Vanguard Advisers, based in Malvern, PA, and has 26 years of industry experience. He previously worked at TD Ameritrade from 2009 to 2017 before joining The Vanguard Group in 2017. Outside of his advisory role, he is a partner in a real estate property management business. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants using goal-based, algorithm-driven strategies. The firm manages a large client base through a combination of digital platforms and a team servicing model, offering personalized portfolios primarily constructed from Vanguard funds and ETFs.

Arthur Saxon Jr. is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Malvern, PA. He has worked at The Vanguard Group, Inc. since 2015 and has experience as a financial power of attorney and co-trustee for family trusts. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models and primarily Vanguard funds and ETFs, delivering scale through a combination of digital platforms and a large advisory team.

Scott Sassano is a financial advisor with Vanguard Advisers, holding a Series 66 designation and seven years of industry experience. He has been with Vanguard and its affiliated entities since 2019, including roles at Vanguard Marketing Corporation and The Vanguard Group. Prior to Vanguard, Sassano worked at Pruco Securities LLC and Strategic Financial Solutions. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios constructed mainly from Vanguard funds and ETFs, serving a large client base through its digital delivery model.

Zachary Schruers is a financial advisor with Vanguard Advisers, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has been with Vanguard Advisers since 2018 and is also associated with The Vanguard Group and Vanguard Marketing Corporation. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to construct portfolios mainly from Vanguard funds and ETFs, emphasizing scale and digital delivery through its extensive advisor team and automated platform.

Alison Kerber is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2018. She previously worked at SFG Wealth Planning from 2005 to 2018. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach to create personalized portfolios primarily composed of Vanguard funds and ETFs, supporting a large client base through its digital platform and extensive advisor team.

Stephanie Serafin is a financial advisor at Cetera with five years of industry experience. She holds the Series 66 designation and has previously worked at Voya Financial Advisors, Inc. and Kalejta Financial Management. Outside of her advisory role, she is associated with Flagship Financial, a business involved in processing and facilitating trades and client documentation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Jeffrey Maichrowycz is a financial advisor with Vanguard Advisers in Malvern, PA, holding a Series 66 designation and 15 years of industry experience. He has been with Vanguard Advisers since 2019 and is also adjunct faculty at West Chester University, where he facilitates SIE coursework. Outside of advising, he is contracted with DoorDash as a delivery driver. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios largely constructed from Vanguard funds and ETFs. The firm manages a high volume of client relationships through a combination of digital platforms and a team servicing model.

George Mastrogiorgos is a financial advisor with Ameriprise in Exton, PA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise since 2003, including the current firm structure since 2020. He also owns and manages CSWMG, Inc., which provides administrative support and oversees employees for his financial planning practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement-income planning using proprietary analysis and third-party data. The firm’s approach includes non-discretionary implementation and operates within an investment universe influenced by its affiliated product relationships.

Jonathan Foreacre is a financial advisor at Vanguard Advisers with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard-related entities since 2010, including Vanguard Marketing Corporation and The Vanguard Group, Inc. He is based in Malvern, PA. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by a large team of advisors managing a high volume of client relationships.

Anmol Katyal is a financial advisor at Vanguard Advisers with one year of industry experience. He holds a Series 66 designation and previously worked at PNC Wealth Management and PNC Bank. Outside of finance, he has held a non-investment role as a front desk agent at Eden Resort & Suites. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, offering customized options including tax-aware features and ESG choices.